HomeMy WebLinkAboutIR 8835INFORMAL REPORT TO CITY COUNCIL MEMBERS
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To the Mayor and Members of the City Council
NO. 8835
Date: April 17, 2007
Page 1 of 2
SUBJECT: LEASE AGREEMENT WITH THE YMCA OF METROPOLITAN FORT
WORTH TO CONSTRUCT AND MANAGE A JOINT USE RECREATIONAL AND
COMMUNITY FACILITY AT NORTH PARK
This informal report provides background information regarding a proposed agreement between the
City of Fort Worth (City) and the YMCA of Metropolitan Fort Worth (YMCA) to allow the YMCA to
construct and manage a joint use recreational and community facility. The attached agreement is
the result of several months of negotiation between the City and the YMCA to craft a suitable
agreement that would allow this project to flourish white protecting the interest of each of the
parties. This agreement is scheduled for consideration by City Council at their regularly scheduled
meeting on April 24, 2007.
History
In November 2005, the City, along with the YMCA, secured the services of the Winfield Consulting
Group to evaluate the opportunities for a new North Community Center between the YMCA and the
City. On April 11, 2006, the consultants presented their findings to the Transportation and
Infrastructure City Council Committee. The results of the study indicated that there was sufficient
interest among area residents to support a joint use facility at North Park that would be managed by
the YMCA. Based on these results and at the direction of the Transportation and Infrastructure
Committee, the staff began negotiations with the YMCA to draft an agreement that would promote
this strategy. The City and the YMCA agreed to each contribute $2.5 million to the design and
construction of the facility. City funds are included in the 2004 bond program. It was agreed that
the YMCA would operate and manage the facility upon completion. The Parks and Community
Services Advisory Board endorsed this collaboration at their April 18, 2006 meeting and directed
staff to proceed with drafting the agreement.
The Agreement
Major terms of the agreement include a primary term of twenty (20) years, as well as two ten (10)
year renewal options for a potential combined term of 40 years. The total budget for the facility is
estimated at $5 million with each entity contributing equally. The facility will be operated and
managed by the YMCA under a strict set of guidelines developed by the City. The building itself will
be the property of the City. The City will contribute $60,000, as a start up measure, to provide the
YMCA time to generate sufficient memberships to support the facility. If at the end of the first
quarter of operation, the YMCA has not reached sufficient memberships to offset the operating
cost, the City will allocate a final $60,000. These contributions are contingent on budget approval in
FY 2008 -09 for the Parks and Community Services Department. The highest projected cost to the
City for start up funds is $120,000 compared to $250,000 to $300,000 in annual operating cost if
the City were to operate the facility.
ISSUED BY THE CITY MANAGER FORT WORTH, TEXAS
INFORMAL REPORT TO CITY COUNCIL MEMBERS
NO. 8835
Date: April 17, 2007
To the Mayor and Members of the'City Council
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Page 2 of 2
SUBJECT: LEASE AGREEMENT WITH THE YMCA OF METROPOLITAN FORT
�a WORTH TO CONSTRUCT AND MANAGE A JOINT USE RECREATIONAL AND
COMMUNITY FACILITY AT NORTH PARK
Should the YMCA fail to meet the terms of the agreement and be unable to remedy its default, the
City has the right to terminate the agreement. Depending on the nature of the default, the City may
have a reimbursement obligation to the YMCA for their investment. The Agreement provides that
the City has no duty to reimburse the YMCA if: 1.) the YMCA fails to use the building as a
community center 2.) the YMCA makes a transfer in fraud of creditors or makes an assignment for
the benefit of creditors or 3.) the YMCA vacates any portion of the building longer than thirty (30)
days. However, if the City terminates the Agreement due to the YMCA's failure to otherwise
perform, the Agreement provides that the City will reimburse the YMCA the balance of its loan for
design and construction or the depreciated value based on the current Internal Revenue Services
Rules and Regulations which show the building fully depreciated after thirty nine (39) years,
whichever is greater (See attached schedule — exhibit C of the contract.)
The Board of the YMCA reviewed the agreement at their February 22, 2007 meeting and took
action to authorize their Executive Committee to execute the agreement. The Executive Committee
voted in favor of executing the contract at their April 12, 2007 meeting.
Schedule
Upon execution of the agreement, design will begin immediately with construction to begin
November of 2007. Based on a twelve month construction schedule, the facility would open in the
fall of 2008. This schedule coincides with the City Council approved implementation plan for the
2004 Capital Improvement Program.
There will be a short presentation at the April 17, 2007 Pre - Council meeting highlighting the terms
of the agreement.
If you have any questions concerning this agreement, please contact Melody Mitchell, Acting
Director of the Parks and Community Services Department at 817 - 871 -5704.
Charles R. swell
City Manager
Attachment
is _qi iFn RY THE CITY MANAGER FORT WORTH, TEXAS
LEASE AGREEMENT
WITH
YMCA OF METROPOLITAN FORT WORTH
THIS AGREEMENT (hereinafter referred to as "Agreement") is made and
entered into by and between the CITY OF FORT WORTH, a home rule municipal
corporation of the State of Texas located within Tarrant, Denton, Parker and Wise
Counties, Texas (hereinafter referred to as the "City"), acting herein by and through
Libby Watson, its duly authorized Assistant City Manager, and the YMCA of
Metropolitan Fort Worth, a Texas nonprofit corporation (hereinafter referred to as the
YMCA), acting by and through its officers duly authorized by its Board of Directors.
URNI�
WHEREAS, in order to serve its citizens of the City with a Facility for
recreation, meeting space and other traditional and progressive recreational and
community service programs, the City desires to participate in the construction of a joint
use facility ("Facility") with the YMCA, a non-profit organization whose goals and
objectives align with the goals and objectives of the City's Parks and Community
Services Department; and
OAMR WHEREAS, the Facility is planned to be constructed on City -owned park
. property known as North Park and located at the intersection of Beach Street and Shiver
Road; and
WHEREAS, the City has recognized the long experience and expertise of the
YMCA in conducting programs for families at its branches in Tarrant County providing
recreational and character-building programs for adults and youth; and
WHEREAS, the residents of the City will derive substantial. benefits from the
activities and programs to be provided and conducted • the YMCA for YMCA members
and program participants at the joint use facility and, through reciprocal membership
privileges, at other YMCA's in the Fort Worth area and nationally where Fort Worth
members work or travel; and
NOW THERFFORE, in consideration of the covenants and agreernents
cunwnedl in tuhis Ag-memineuna, the City and the Y�N,11CA hereby agTe as fbIlows:
NOPT14 PARKIFACIRAMN
YMCA
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ARTICLE 1. LEASE OF LEASED PREMISES 4,1111-1
1.01 Leased Premises. In consideration of the mutual terms and covenants of
this Agreement, and other good and valuable consideration, City demises and leases to
YMCA, and YMCA leases from City, (a) a 20 acre tract of land, more or less, known as a
portion of 'North Park" located at the intersection of Beach Street and Shiver Road and
its appurtenances situated in Fort Worth, Tarrant County, Texas, as legally described on
Exhibit "A" attached to this Agreement (the "Land"), and (b) any buildings and
improvements on the Land or to be constructed on the Land (the "Facility"). The Land
and Facility are collectively referred to as the "Leased Premises". This Agreement is
subject to all existing easements for public roads, channels, highways, public utilities,
railroads, pipelines and electrical transmission lines.
1.02 Survey of Leased Premises. The parties acknowledge that the City, at its
sole cost and expense, is preparing a new survey of the Land ("Survey"); however, such
Survey was not complete in time for the execution of this Agreement. Once the Survey is
completed and approval by the City and the YMCA, the legal description on the
approved Survey will become the Exhibit "A" under this Agreement in place of the
Exhibit "A" used at the time this Agreement was executed. The parties agree to execute
an amendment confirming the substituted legal description within thirty (30) days after
the Survey is approved by the City and the YMCA. The City agrees that the Survey will
be completed and submitted to the YMCA within 30 days after the execution of this
Agreement.
ARTICLE 2. LEASE TERM
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2.04 If at the time of any renewal of this Agreement the YMCA is in default
and has received notice of such default from the City in accordance with Section 12.02
and the cure period allowed under Section 12.02 has not expired, then such renewal will
not be effective unless such default is cured by the YMCA within the allowed cure
period. However, in the interim, the current term of this Agreement will be automatically
extended until the expiration of the cure period. If the YMCA cures the default within
the cure period, the renewal will become effective and be retroactive to the date that the
Agreement would otherwise have been renewed. If the YMCA fails to complete the cure
within the cure period, then the City may deny the renewal and this Agreement shall
terminate.
2.05 Holdover Tenancy. Unless terminated earlier by either party pursuant to
a right hereunder, this Agreement will expire without further notice when the Term
expires. Any holding over by YMCA after the Term expires will not constitute a renewal
of the Agreement or give YMCA any rights under the Agreement in or to the Leased
Premises, except as a tenant at will.
ARTICLE 3. USE OF LEASED PREMISES/OWNERSHIP OF PROPERTY
County of Tarrant, or the City of Fort Worth, or other lawful authority with jurisdiction
over the Leased Premises.
3.03 Condition of Leased Premises. YMCA accepts the Leased Premises in
their present condition, finds them suitable for the purposes intended, and further
acknowledges that it is thoroughly familiar with such condition by reason of a personal
inspection and does not rely on any representations by City as to the condition of the
Leased Premises or their suitability for the purposes intended. YMCA accepts the
property herein described subject to all previous recorded easements, if any, that may
have been granted on, along, over, under or across said property, and releases City from
any and all damages, claims for damages, loss or liabilities that may be caused to all
invitees, licensees, or trespassers by reason of the exercise of such rights or privileges
granted in said easements.
3.04 Zoning, Restrictions and other laws. The Leased Premises are subject to
any statement of facts which an accurate survey or physical inspection might show, all
zoning, restrictions, regulations, rulings and ordinances, building restrictions, and other
laws and restrictions now in effect or hereafter adopted by any governmental authority
having jurisdiction.
3.05 Membership Fees. When deemed necessary by the Metropolitan Board of
Directors of the YMCA to defray costs of special activities, fees may be imposed for
participation in programs and activities conducted by the YMCA at or from the Facility.
Fees for memberships and programs shall be priced in accordance with fees established
by the YMCA for branches of similar size and amenities located in the City of Fort
Worth and consistent with the YMCA's goal to permit participation by all socio-
economic groups. All membership fees to Fort Worth residents using the Facility shall
be discounted by an amount no less than ten percent (10%) of the then current
membership fees solely for the Facility. No discounts shall apply for any "Metro"
(meaning herein multiple facility) membership fees or membership fees for other YMCA
locations.
3.07 _in ly inspections of the Facility to
., spectiongs, The City shall conduct mon&
in-sure thst fire, safetry &nd sarnittat!
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,,Ilations and t er .roe ; ions contained here hl or
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Tbe City shall, n d 4CA of
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its findings, specifying any items needing attention. Failure to conduct any montIM
inspections shall not operate as a waiver • the City's right to conduct such inspections
and shall not be considered a default of the terms of this Agreement.
3.08 Fire Code Inspections. YMCA will permit the City's Fire Marshal or his or
her authorized agents to inspect the Leased Premises and YMCA and City will comply
with all requirements of the Fire Marshal or his or her authorized agents that are
necessary to bring the Leased Premises into compliance with the City of Fort Worth Fire
Code and Building Code provisions regarding fire safety, as such provisions exist or may
hereafter be amended subject to the City's maintenance and repair obligations under
Paragraph 3.12 (a) below. YMCA shall maintain in proper condition accessible fire
extinguishers of a number and type approved by the Fire Marshal or his or her authorized
agents for the particular hazard involved.
3.09 Ownership of Equipment and Furniture. No City funds shall be used to
acquire equipment and furniture to be used by the YMCA. The YMCA shall own all
equipment and furniture purchased by it. The YMCA, at its sole cost and expense shall be
responsible for repair and/or replacement of said furniture and equipment during the term
of the Agreement.
3.10 Ownership of Building and Fixtures. City shall own the Facility and all
fixtures attached thereto. The Facility and any other buildings, improvements, additions,
alterations, and fixtures (except furniture, movable equipment, and trade fixtures)
constructed, placed, or maintained on any part of the Leased Premises during the Term
are considered part of the real property of the Leased Premises and must remain on the
Leased Premises and title to all permanent improvements on the Leased Premises shall
vest in the City.
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(a) City Obligations. Except for repairs required by YMCA under (b) below,
the City will at all times during the Term, keep and maintain, or cause to be kept and
maintained, the Leased Premises, including the Facility and all other buildings and
improvements erected on the Leased Premises, in good state of appearance and repair
(except for reasonable wear and tear) —at the City's sole expense including, without
limitation, the structure, roof, foundation, HVAC, electrical, plumbing and other systems
and the parking area. Such maintenance and repairs will be made expeditiously and in
the same manner as a person generally proficient in that industry or trade performing
under similar circumstances.
After City receives notice of needed repairs pursuant to (b) below, the City shall
within forty-eight (48) hours of notification inspect the Facility to determine the extent of
repair required. The City shall complete the repairs within ninety (90) days=frorn the date
of such notice. Needed repairs as used in this subsection exclude obligations of the
YMCA in (b) below.
(b) YMCA Obligati . At all times during the Term, the YMCA shall, at its
sole cost and expense, make all regular and ordinary minor nonstructural building
maintenance and repairs such as painting, wallpaper, tile, flooring, and window glass
replacement. Such repairs will be made in an expeditious and proper manner Further,
the YMCA shall be responsible for keeping any landscaping, including any irrigation
system, around the Facility in a neat, tidy and working condition, with adequate watering
and maintenance, and replacing landscaping, including all growth of weeds and other
objectionable vegetation on said property from, reaching such conditions as to violate
governmental requirements, if any, or to be hazardous and/or objectionable to the City or
the YMCA. Collection and proper disposal of trash, garbage, litter and debris will be the
responsibility of YMCA, at its sole cost and expense.
YMCA shall neither commit nor allow to be committed any waste on the Leased
Premises, nor shall YMCA maintain, commit or permit the maintenance or commission
of any nuisance on the Leased Premises or use the Leased Premises for any unlawful
purpose.
Upon discovery of any condition that requires the City to make needed repairs
under (a) above, the YM_CA shall notify the City of the defect or condition.
(i) If the City receives the reeqtdred notice arid does not perform as
required in (a) , the YMCA may undertake the necessary repair and the City shall
be responsible to reimburse the 'YMCA -.thin thirty (30) days the reasonable
costs of the repairs; or
(ii) If the YMCA is unable to reach the City's contact person or the
Cit,y does not respond within 48 hours of notification by the YMCA, &e ; CA
may tmdertA-e the necessary repair and the City shall be rest Bible to reeimburse
dhe Y CA -vv-;thin thirty (30-, dayrs dhe rewsona-We ctmts of One repairs, AM
mCWTH FAFK FACILITY
YMCA
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(i) If the YMCA and City mutually agree that emergency repairs need to be
undertaken immediately, the YMCA may undertake the necessary repair and the City
shall be responsible to reimburse the YMCA within thirty (30) days.
(ii) If the YMCA is unable to reach the City's contact person and action is
necessary to prevent further damage to the Facility or to prevent imminent danger or
injury to persons, the YMCA may undertake the necessary repairs to cure the unsafe
condition and the City shall be responsible to reimburse the YMCA within thirty (30)
days the reasonable cost of the repairs.
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4.01 Rent. Upon the execution of this Agreement and as a condition of the
commencement of the Term, YMCA, shall pay the entire lease rental due under this
Agreement for the Primary Term=in one lump sum payment of Twenty Dollars ($20.00),
representing the sum of One and No/ 100 Dollars ($1.00) per annum as lease rental during
the Primary Tenn
If the YMCA exercises any renewal term, payment of the entire lease rental due
under this Agreement for such renewal term shall be made in one lump payment of Ten
Dollars ($10.00), representing the sum of One and No/100 Dollars ($1.00) per annum as
lease rental during the First Renewal Term or Second Renewal Term, as applicable, and
shall be a condition of the commencement of any such renewal terms.
The parties agree that all consideration detailed in this Agreement fairly
compensates City for the lease granted by City and City acknowledges receipt and
acceptance • this consideration.
Payment of the lump sum rental payments described above shall be made at the
administrative offices of the City of Fort Worth Parks and Community Services
Department located at 4200 South. Freeway, S, Fort Worth, Texas.
ARTICLE 5. CONSTRUCTIONOF THE FACILITY
5.01 General Conditions. City and YMCA agree that Y-N---ICA will award the
contract for construction of the Facility, subject to the following:
a. Prior to the YICA making an award of contract for the consmction of
Che Facility. the Y-MICA shall provide suffif-cient docurnen tat ion to the City
NORI-H PARK FACILITY
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to evidence that the YMCA has sufficient funds available to meet its
obligations under this Agreement.
b. The City and YMCA agree that the YMCA will construct the Facility for
the joint use of the YMCA and the City in accordance with a set of plans
and specifications pre-approved by the City and the YMCA prior to
beginning any construction. The YMCA agrees to construct the Facility in
compliance with all current building codes and guidelines and will not
occupy the Facility until the City issues a certificate of occupancy.
C. The total cost for the design and construction of the Facility and necessary
furnishings and equipment is anticipated to be Five Million Dollars
($5,000,000), exclusive of any costs associated with the City's public art
plan, which shall be the sole responsibility of the City, but inclusive of any
costs incurred in order to comply with City of Fort Worth Ordinance No.
17228. The City and the YMCA shall each furnish funds equally in an
amount of Two Million and Five Hundred Thousand ($2,500,000) Dollars
for the design and construction of the Facility and necessary furnishings
and equipment, again exclusive of any costs associated with the City's
public art plan. The total cost of the Facility to the City shall not exceed
$2,500,000 and City funds shall only be used for the construction of the
Facility. YMCA funds shall be used for the design, construction and
necessary furnishings and equipment, but YMCA funds shall be used to
fund the remaining costs of construction only after the City's funds are
exhausted. If the parties are unable to agree on plans for the Facility so
that the total cost of the design and construction for the Facility will be
equal to or less than Four Million Six Hundred Thousand ($4,600,000)
Dollars, exclusive of art, either party may terminate this Agreement in
accordance with Section 5.04c.
NORTH PARK FACIBITY
NINACA
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f Other than stated in c. and d. above, City shall not be responsible for the
cost of any construction work for the Facility, including, but not limited
to, any necessary permits, licenses, taxes incurred or required or the
extension or connection to water/wastewater utilities including impact
fees, tap fees or other associated fees in connection with this Agreement.
g. Y The Leased Premises and the Facility must at all times be kept free of
mechanics and materialmen's liens. YMCA shall indemnify City against
any and all mechanic and materialmen's liens or any other type of claims
or liens imposed upon the Leased Premises arising as a result of its
conduct or inactivity.
h. YMCA shall require its contractors to provide performance and payment
bonds covering any such work, in form acceptable to the City Attorney, as
required by Chapter 2253, Texas Government Code.
i. The YMCA shall comply with the requirements of Chapter 252 or Chapter
271, Subchapter H, Texas Local Government Code, in awarding any
construction contracts for the Facility.
j. The YMCA shall require its contractor(s) to comply with the requirements
of City Ordinance No. 15530 and the City's established goal for the
construction portion of this Agreement regarding the participation of
minority and woman owned businesses.
k. YMCA shall notify City at least 7 days prior to beginning construction of
the Facility.
M. YMCA shall require its design consultant to comply with all provisions of
the Americans with Disabilities Act of 1990, Public Law 101-336, 42
United States Code 12101 et see,71. anil all applicalble Texas. Accessibility
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Facility the YMCA will comply with all applicable provisions of the Act. t
The Facility will be constructed in order to comply with the Act within the 16,
established construction budget. During construction of the facility and
prior to acceptance, the City and YMCA shall share equally in the cost of
improvements required for the Facility to comply with the Act; provided,
however, that this provision shall not operate to increase the City's
funding obligations contained in this Agreement.
n. Following construction and acceptance of the Facility, City, at its sole cost
and expense, shall make any renovations required for the Leased Premises
to comply with all applicable provisions of the Act.
5.02 Permits. YMCA, at its sole cost and expense, shall be responsible for the
cost of obtaining any necessary permits, licenses or payment of taxes incurred or required
in connection with this Agreement.
5.03 Beizinniny, Construction. YMCA shall begin construction no later than six
(6) months from the date the City and the YMCA approve the plans. The City may
terminate this Agreement upon thirty (30) days prior written notice if construction is not
commenced within such time. YMCA may reasonably delay commencement of
construction due to delays caused by the City, such delay not to exceed thirty (30) days
after the City's delay is eliminated, or force majeure. Either party may terminate this
Agreement if the construction plans are not completed before June 1, 2008 or
construction has not been started by January 1, 2009. In the event of any such
termination, the City shall purchase (at cost) from the YMCA within 30 days the
specifications and construction plans through the date of such termination.
5.04 City's Approval of Bans. The following rules govern City's approving
construction, additions, and alterations of the Facility and, other buildings or
improvements on the Leased Premises:
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3. the City will own the plans and specifications prepared by the design
professional subject to Section 11.06 below.
b. Submission of Plans. YMCA must submit two complete sets of final
construction plans prepared by a licensed architect or engineer of detailed
working drawings, plans, and specifications and any additional copies of site
plans as required by City for constructing the building for City's approval
within one hundred eighty (180) days after this Agreement is executed. If
YMCA wishes to construct any other buildings or improvements or make any
additions or alterations to buildings or improvements for which City's
approval is required under subparagraph a. above, YMCA must submit two
copies of detailed working drawings, plans, and specifications for any such
projects for City's approval before the project begins.
c. Written Apj2roval,Regui . No building or other permanent improvement
may be constructed on the Leased Premises unless the plans, specifications,
and proposed location of the building or other improvement has received
City's written approval and the building or other improvement complies with
the approved plans, specifications, and proposed location. No material
addition to or alteration of any building or structure or other improvements
erected on the Leased Premises may begin until plans and specifications
covering the exterior of the proposed addition or alteration have been first
submitted to and approved by City. Failure of both parties to mutually agree
to the plans for the construction of the Facility prior to June 1, 2008 shall be
cause for termination of this Agreement by either party. In the event of any
such termination, the City shall purchase (at cost) from the YMCA within 30
days the specifications and construction plans through the date of such
termination.
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i. Minor repairs and alterations necessary to maintain existing structures
and improvements in a useful state of repair and operation.
ii. Changes and alterations required by an authorized public official with
authority or jurisdiction over the buildings or improvements to comply
with legal requirements.
iii. Interior minor modifications to the structures, such as paint, wallpaper
and carpeting, but excluding any structural changes.
f. Effect of Approval. Approval by the City shall not constitute or be deemed a
release of the responsibility and liability of YMCA, its agents, servants,
employees, contractors and subcontractors for the accuracy and competency
of its designs, working drawings, and specifications or other engineering
documents. City, by approving the plans and specifications, assumes no
liability or responsibility for the architectural or engineering design or ' for any
defect in any the designs, working drawings and specifications or other
engineering documents, building or improvement constructed from the plans
or specifications prepared by YMCA, their agents, servants, employees,
contractors and subcontractors, (it being the intent of the parties that approval
by City constitutes approval of only the general design concept of the
improvements to constructed).
g. As Built Drawings. The YMCA shall require its design professional to prepare
as built drawings based upon final construction, which shall be submitted to
and become the property of the City.
5.05 Insurance Requirements Related to the Construction of the Facility.
1. Types of _Coverage. YMCA shall require its contractors and design
professionals to obtain and maintain the following types of insurance and limits of
coverage of contractors and design professionals during the development, design
and construction of the facility:
INWORTH MAK FACILMY
YINACA
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(b) Professional Liabilily Insurance. YMCA shall require any design
professionals providing professional services for the development, design
and/or construction management of the Facility to obtain and/or maintain
professional liability insurance at a limit of not less than $1,000,000. If this
coverage is obtained on a "claims made" basis, the design professionals will
maintain coverage continuously in force for a period of not less than five
years after Facility acceptance.
(c) Commercial General Liabilfty. YMCA shall require its contractors and
design professionals to obtain commercial general liability insurance at a limit
of not less than $ 1,000,000 each occurrence and $2,000,000 aggregate.
(d) Builders Risk. YMCA or its general contractor shall carry builder's risk
property insurance on the Facility throughout the construction period.
(e) Automobile Liabilijx Insurance. YMCA shall require its contractors and
design professionals to obtain and maintain business automobile liability
insurance at a limit of not less than $1,000,000 each accident on a combined
single limit basis. A commercial business policy shall provide coverage on
"Any Auto", defined as autos owned, hired and non-owned.
2. Additional Insurance Requirements
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isee stated. all required inswrance shall be written on the
Pri-ior vwitteen ap-proval f-ho m the Ciryrs Risk Manragennent
Division is required for any claims-made policies. If coverage is underwritten
on a claims-made basis, the retroactive date shall be coincident with or prior
to the date of the contractual agreement and the certificate of insurance shall
state that the coverage is claims-made and the retroactive date. The insurance
coverage shall be maintained for the duration of the contractual agreement and
for five (5) years following completion of the contractual agreement. An
annual certificate of insurance submitted to the City shall evidence such
insurance coverage.
(g) Any deductible in excess of $5,000.00, for any policy that does not
provide coverage on a first-dollar basis, must be approved in writing by the
City's Risk Management division.
(h) The City, at its sole discretion, reserves the right to review the insurance
requirements and to make reasonable adjustments to insurance coverages and
their limits when deemed necessary and prudent by the City based upon
changes in statutory law, court decision or the claims history of the industry as
well as of the contracting party to the City of Fort Worth. The City shall be
required to provide prior written notice of ninety (90) days. If the City
increases the minimum specified insurance requirements, the City shall be
responsible for the increased costs for such coverage, including profit and
overhead.
(i) The City shall be entitled, upon request and without expense, to receive
copies of policies and endorsements thereto and may make any reasonable
requests for deletion or revision or modifications of particular policy terms,
conditions, limitations, or exclusions except where policy provisions are
established by law or regulations binding upon either of party or the
underwriter on any such policies.
5.06 Righ
it to Audit. With respect to this Article 5, the YMCA agrees as
follows:
b, Citv shall have access during normal working hours to all necessary
YTMCA facilities and shall be provided adequate and appropriate workspace in
order to conduct audits in compliance with the provisions of this section. The
City shall use its best efforts to give the YMCA not less than 7 working days'
advance notice of intended audits.
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A c. YMCA further agrees to include in all its contractor and design
professional agreements hereunder a provision to the effect that the contractor
or design professional agrees that the City shall, until the expiration of three
(3) years following completion of the construction • the Facility, and further
that City shall have access during normal working hours to all contractor or
design professional facilities and shall be provided adequate and appropriate
work space in order to conduct audits in compliance with the provisions of
-this paragraph. City shall give contractor or design professional reasonable
advance notice of intended audits.
d. YMCA further agrees to require its contractors and design professionals to
include in all subcontractors or subconsultant agreements the rights of the City
to conduct audits in accordance with this section. In addition, the YMCA
shall include in such contracts the provision that the contractors or design
professionals shall agree to photocopy such documents as may be requested
by the City and the City agrees to reimburse the contractors and design
professionals for the cost of copies at the rate published in the Texas
Administrative Code in effect as of the time copying is performed.
e. YMCA agrees to photocopy such documents as may be requested by the
City. City agrees to reimburse the YMCA for the cost of copies at the rate
published in the Texas Administrative Code in effect as of the time copying is
(al-111 performed.
ARTICLE 6. INITIAL OPERATING COSTS AND OCCUPANCY COSTS
6.01 Start qR Funding. In addition to the $2,500,000 to be provided by the City
under the terms of this Agreement and subject to the inclusion of funds in the General
Fund Budget in effect at the time that the certificate of occupancy is issued, the City will
provide one time initial startup funding of Sixty Thousand Dollars ($60,000).
6.02 Additional Funding. Subject to City Council approval of funds for the
budget year immediately following the date that the certificate of occupancy is issued, the
City will provide additional funding in the amount of $60,000 if the YMCA provides to
the City documentation that there is insufficient membership revenue to sustain operation
of the Facility at the conclusion of the first three (3) months of operation.
6.03 Use of Funds. The Y-MCA agrees that all of monies received under this
Article 6 will be spent exclusively for the Facility during the first 2 years of the Facility's
operation to offset operating, mainten&nce, supplies or personnel cost and other m. utually
agreed associated start up costs.
ARTICLE 7. INSURANCE REQUIREMENTS DURING TERMT
MOIRT-H PAVX FA ILITY
Y-W A
-ar, 13
7.01 Insurance Required. Prior to the time YMCA is entitled to any right of
access to or use of the Facility, YMCA shall obtain and maintain the following types of
insurance and minimum limits of coverage during the Term of the Lease of the Facility:
(a) Workers' Compensation Statutory limits
Employer's liability
$100,000 Each accident/occurrence
$100,000 Disease - each employee
$500,000 Disease - policy limit
(b) Commercial General Liability $1,000,000 each occurrence
$2,000,000 aggregate limit
Coverage shall include but not be limited to the following:
premises/operations, independent contractors, I products/completed
operations, personal injury, and contractual liability.
(c) Automobile Liability $1,000,000 Each accident on a combined
single limit basis
A commercial business policy shall provide coverage on "Any Auto",
defined as autos owned, hired and non-owned.
(d) Umbrella or Excess Liability $5,000,000 Each occurrence
$5,000,000 Aggregate
7.02 Additional Insurance Requirements.
(a) The City of Fort Worth, its' Officers, Employees and Volunteers shall be
named as an Additional Insured on the Automobile and Commercial
General Liability policies.
(b) Thirty days (30) prior written notice of cancellation or non-renewal is
required.
(c) Waiver of rights of recovery (subrogation) in favor of the City of Fort
Worth.
NORTH PARK FACH Mf
YMCA
Pap M
(e) If insurance policies are not written for specified coverage limits, an
Umbrella or Excess Liability insurance for any differences is required.
Excess Liability shall follow form of the primary coverage.
(f) "Unless otherwise stated, all required insurance shall be written on the
44occurrence basis". Prior written approval from the City's Risk
Management Division is required for any claims-made policies. If
coverage is underwritten on a claims-made basis, the retroactive date shall
be coincident with or prior to the date of the contractual agreement and the
certificate of insurance shall state that the coverage is claims-made and the
retroactive date. The insurance coverage shall be maintained for the
duration of the contractual agreement and for five (5) years following
completion of the contractual agreement. An annual certificate of
insurance submitted to the City shall evidence such insurance coverage.
(g) Any deductible in excess of $5,000.00, for any policy that does not
provide coverage on a first-dollar basis, must be approved in writing by
the City's Risk Management division.
(h) The City, at its sole discretion, reserves the right to review the insurance
requirements and to make reasonable adjustments to insurance coverages
and their limits when deemed necessary and prudent by the City based
upon changes in statutory law, court decision or the claims history of the
industry as well as of the contracting party to the City of Fort Worth. The
City shall be required to provide prior written notice of ninety (days).
(i) The City shall be entitled, upon request and without expense, to receive
copies of policies and endorsements thereto and may make any reasonable
requests for deletion or revision or modifications of particular policy
terms, conditions, limitations, or exclusions except where policy
provisions are established by law or regulations binding upon either of
party or the underwriter on any such policies.
TO Minimum CoveMge. Insurance coverage specified herein constitutes tm-
minimum requirements and said requirement shall in no way lessen or limit the liabili
of the YMCA under the terms of this Agreement. YMCA shall procure and maintair4
Its own cost and expense, any additional kinds and amounts of insm-ance that, in its o
Judgmem, it deems to be necessary I
NOPM-1 MAE. FACILITY
-Pw� -, -,
interests may appear, and shall include a waiver of subrogation in favor of the City. AM
YMCA shall deliver to City, upon City's request, certificates of such insurance. In no
event shall the City be responsible for damage to the Facility by reason of fire or other
casualty, or by reason of any other cause that could have been insured against under the
terms of a standard fire and extended coverage insurance policy or policies. In the event
of a casualty, if the YMCA reconstructs the Facility under Section 10.01, YMCA and
City shall use all insurance proceeds to reconstruct the Facility. If the Facility is not
reconstructed after a casualty, the YMCA and City shall proportionally share in the
insurance settlement proceeds.
ARTICLE 8. TAXES
8.01 Payment by YMCA. In addition to the rent specified in Article 4, YMCA
will pay and discharge all taxes, general and special assessments, and other charges of
any kind levied on or assessed against the Leased Premises and all interests in the Leased
Premises and all improvements and other property on them during the Term and any
extension, whether belonging to City or to YMCA. YMCA will pay all the taxes,
charges, and assessments directly to the public officer charged with their collection
before they become delinquent, and, to the extent permitted by law, YMCA will
indemnify City and hold it harmless from all such taxes, charges, and assessments.
YMCA may, in good faith at its own expense (and in its own name) contest any such
taxes, charges, and assessments and must pay the contested amount, plus any penalties
and interest imposed, if and when finally determined to be due. YMCA's failure to
discharge any such tax, charge or assessment when finally due within ten (10) days after
the date City's written notice is received by YMCA shall constitute an event of default
under Section 12.01 (d) below. However, YMCA's financial obligation to City to
liquidate and discharge such lien shall survive following termination of this Agreement
and until such a time as the lien is discharged.
ARTICLE 9. UTILITIES
9.01 P��yment by YMCA. The YMCA, at its sole cost and expense, will inc
the cost to provide all gas, water, sewer, electric utilities, network and comimunicati
services for use by the YMCA at the Facility. I
ARTICLE 10. RESTORATION
NNORT-v PARK FACRITY
Page 19
ninety (90) days from the date of the damage or destruction, begin to repair, reconstruct,
or replace the damaged or destroyed Facility and pursue the repair, reconstruction, or
replacement with reasonable diligence so as to restore the Facility to substantially the
condition it was in before the casualty. But if beginning or completing this restoration is
prevented or delayed by war, civil commotion, acts of God, strikes, governmental
restrictions or regulations, or interferences, fire or other casualty, or any other reason
beyond the YMCA's control, whether similar to any of those enumerated or not, the time
for beginning or completing the restoration (or both) will automatically be extended for
the period of each such delay. In lieu of reconstructing the Facility, the parties can
mutually agree to declare this Agreement tem-iinated.
11.01 Liabifill of CitY. CITY IS NOT LIABLE FOR ANY LOSS,
DAMAGE, OR INJURY OF ANY KIND TO ANY PERSON OR PROPERTY
ARISING FROM ANY USE OF THE LEASED PREMISES (O• ANY PART OF
THEM), OR CAUSED BY ANY DEFECT IN ANY BUILDING, STRUCTURE,
IMPROVEMENT, EQUIPMENT, OR FACILITY ON THE LEASED PREMISES
(EXCEPT AS RELATED TO THE CITY'S REPAIR AND MAINTENANCE
OBLIGATIONS DESCRIBED IN SECTION 10.01 ABOVE) OR CAUSED BY OR
ARISING PROM ANY ACT OR OMISSION OF YMCA, OR OF ANY OF ITS
AGENTS, EMPLOYEES, LICENSEES, OR INVITEES, OR BY OR FROM ANY
ACCIDENT, FIRE, OR OTHER CASUALTY ON THE LEASED PREMISES- OR
BROUGHT • ABOUT BY YMCA'S FAILURE TO MAINTAIN THE LEAAD
PREMISES IN SAFE CONDITION.
NORT�H PAM- FACCALI-rY
YNA"
, _A,
-Page 19
11.03 Notification. YMCA agrees to notify City promptly upon the receipt of
any claim or lawsuit brought in connection with any injury, death or damages on the
Leased Premises. YMCA agrees to make its officers, agents, and employees available to
the City, at all reasonable times for any statements and case preparation necessary for the
defense of any claims or litigation for which the City may be responsible hereunder.
YMCA shall place language in its contract with contractors that contractors shall notify
the City as required by YMCA in this subsection.
11.04 Waiver of lmmunity. Nothing herein shall be deemed to constitute a
waiver of any immunity or affirmative defense, which may be asserted by City or YMCA
as to any claim of any third party.
11.05 Cause of Action. Nothing herein shall be construed in any manner, to
create a cause of action for the benefit of any person not a party to this Agreement, or to
create any rights for the benefit of any person not a party to this Agreement not otherwise
existing at law.
11.06 Use of Plans and Specifications. Pursuant to Section 5.04 subsection a.
3, the City will own the plans and specifications. The design professional shall not be
responsible or liable for the City's use of the plans and specifications for any other
project.
12.01 Event of Default. The following shall be deemed events of default (herein
so called) by YMCA under this Agreement:
1102 w.
a PAR Y FAIMIAMY
Ngt 20
(i) If an event of default occurs, the City shall give written notice that
describes the default in reasonable detail to the YMCA. The YMCA must
commence curing such default within fourteen (14) calendar days after the time it
receives the notice from the City, and then complete the cure within ninety (90)
days thereafter.
(ii) If the YMCA does not substantially complete the cure within the stated
time in (i) of this section, the City may terminate this Agreement by giving
written notice of the termination; provided, however, if the default is not
reasonably susceptible to cure within the stated time, the City will not exercise its
right to terminate this Agreement so long as the YMCA has commenced to cure
the default within the required time and diligently completes the cure within a
reasonable time without unreasonable cessation of the work to complete the cure.
12.03 Termination upon Default
(a) If the event of default is 12.01.e, as a condition precedent to the right to
terminate (whether or not it results in a non-renewal or termination) the City shall
appropriate funds and reimburse the YMCA in an amount the greater of
the Balance (as defined by (b) below) of the YMCA's loan for the
construction and design of the Facility; or
the depreciated value of the YMCA's contribution to the cost of
construction and design and exclusive of the cost of the YMCA Property
for use at the Facility, as permitted by the rules and regulations of the
Federal Internal Revenue Service (IRS) as they may change from time to
time, as shown on Exhibit "C" attached hereto; provided, however, that
the City's obligation to reimburse the YMCA for the depreciated value
shall never exceed $2,100,000. The City's obligation to reimburse the
YMCA shall not extend beyond thirty-nine (39) years from the date
hereof.
(b) (c) If the event of default is 12.01 a, b, c or d the YMCA shall not be entitled
to any reimbursement.
12.04 Other Remedies. Any termination of this Agreement as provided in this
article will not relieve YMCA from paying any sum or sums due and payable to City
under this Agreement at the time of termination, or any claim for damages then or
previously accruing against YMCA under this Agreement. Any such termination will not
prevent City from enforcing the payment of any such sum or sums or claim for damages
by any remedy provided for by law, or from recovering damages from YMCA for any
default under the Agreement. All City's rights, options, and remedies under this
Agreement will be construed to be cumulative, and not one of them is exclusive of the
other. City may pursue any or all such remedies or any other remedy or relief provided
by law, whether or not stated in this Agreement.
12.05 Collateral to Cure Defaults
(a) YMCA shall cause a bank to issue an Irrevocable Standby Letter of Credit
in favor of the City ("Letter of Credit") in the aggregate amount of US
$100,000.00 (One Hundred Thousand and 00/100 U.S. Dollars). The Letter of
Credit shall provide for drawing by the City upon presentation of the original
Letter of Credit, the City's bank sight draft marked "Drawn under Irrevocable
Standby Letter of Credit No. of Bank,
Texas", and a written statement signed by the City Manager
stating:
(i) the City is entitled to draw down the Letter of Credit under the terms of
this Agreement
(ii) the amount the City is entitled to draw with supporting documentation.
The City may only draw on the Letter of Credit in lieu of termination in order to
cure a default by the YMCA under Section 12.01(e) of this Agreement that has
not been cured by the YMCA within the cure period set forth in Section 12.02.
NORTH PARK FAXILITY
NINACA
Page 22
t,
fam
05,1M
V-1— ARTICLE 13. RECORDS
14.01 Notices. Any notice, demand, request or other communication hereunder
given or made by either party to the other shall be in writing and shall be deemed to be
delivered whether actually received or not, when deposited in the United States mail,
postage prepaid, certified or registered mail, return receipt requested, addressed to the
parties hereto at the respective addresses set out below, or at such other address as they
may hereafter specify by written notice so given.
a. If to City: City Manager
City of Fort Worth
WN v 1000 Throckmorton Street
Fort Worth, TX 76102
0
b. If to YMCA: 540 Lamar Street
Fort Worth, Texas 76102
Attn: President/CEO
fflju#�
15.02 Igterpretabon, In the event of any dispute over the meaning or application
of any provision of this Agreement, this Agreement shall be interpreted fairly and
reasonably, and neither more strongly for or against any party, regardless of the actual
drafter of this Agreement.
N-CATH PAPK FACTILMY
Y'r-CA
age 27
A
15.03 No Third Party Rights. The provisions and conditions of this Agreement A
are solely for the benefit of the City and YMCA, and any lawful assign or successor of
the YMCA, and are not intended to create any rights, contractual or otherwise, to any
other person or entity.
15.04 No Partnership or Joint Venture. YMCA shall operate hereunder as an
independent contractor and not as an officer, agent, servant, or employee of the City.
YMCA shall have the exclusive control of, and the exclusive right to, control the work
designated to the YMCA to be performed hereunder, and all persons performing the
same, and shall be solely responsible for the acts and omissions of .its officers, agents,
servants, contractors, subcontractors and employees. Neither City nor YMCA shall be
responsible under the Doctrine of Respondeat Superior for the acts and omissions of its
officers, agents, servants, contractors, subcontractors, or employees. It is understood and
agreed that the City is not involved as a party to any activities that may be carried on by
YMCA pursuant to this Agreement. YMCA acknowledges itself solely responsible for
such activities and for all persons and property involved or used in connection with
YMCA's use of the Leased Premises. Provided, however, that no provision of this
Agreement shall operate or be construed as a waiver by either party of any immunity
from liability which it has or could be asserted under the doctrine of governmental
immunity or any other immunity which it has under law.
15.05 Declared Emergency. In the event of a declared City, state or federal AW
emergency, the YMCA will immediately make the facility available for use as deemed tH
necessary by the City in order to respond to the declared emergency. Should the declared
emergency extend beyond 72 hours, the City will seek reimbursement from federal, state
and/or local funding and compensate the YMCA for any lost revenue as a result of
declared emergency use, to the extent funds are received from these sources.
15,07 Bind= Covenants. Subject to the limitations contained he-rein, the
covenants, conditions and ag eements made aT-,.d entered into by, the p L es her to are
gr ari
NOR-71e PAYLK FACILITY
Y%ACA
Page 24
representatives declared to be for the benefit of and binding upon their respective successors,
• assigns,
15.15 Sole Aareement. This Agreement constitutes the sole and only agreement
of the parties hereto and supersedes any prior understanding or written or oral agreements
between the parties respecting the subject matter.
15.16 Memorandum of Lease. The parties will execute a memorandum of this
Lease in the Real Property Records of Tarrant County, Texas.
EXECUTED this the I _ day of 52007.
CITY OF FORT WORTH YMCA OF MEA,OPOLITAN
4661i—;ffi
FOrw. R
By: By:
Libby Watson TIny uman, President/CEO
Assistant City Manager
ATTEST:
City Secretary
By: Mill
Benita Falls Harper
Assistant City Attorney
0
NOR PA-P-V FACILITY
YNACA
Pare 26
Exhibit B A,
IN
1W
One of the City's Management Priorities and a Strategic Goal of the City Council of Fort Worth
emphasize ensuring quality customer service and providing a cleaner more attractive City.
Successful efforts will result in a sanitary, safe and pleasant environment for our citizens, visitors
and employees who come to or work in City facilities. In order to establish general guidelines
that will provide direction for our employees and contractors, cleaning standards have been
developed to address these concerns. The standards are directed primarily at City buildings
(example: community centers, public events, city hall, etc.) that are frequented by the general
public. These standards are primarily a base and may be enhanced by the Department Head or
his/her designee. Standards may also be governed by licensing or professional organization
policies. All custodial personnel should be required to participate in effective custodial and
product training on a quarterly basis. It is also important to note, that the volume of usage will
dictate the frequency of each activity.
"INSPECT WHAT YOU EXPECT!"
General (for all facilities)
Bulletin Boards, Windows and Doors
Daily: Designated staff conducts inspection of exterior and interior of facility.
• Inspection should include:
Litter
Bird and other animal droppings
Outdated materials on bulletin boards
Brochure/Literature Racks
Light bulbs
Flyers, notices, etc. inappropriately taped or attached to doors and walls
Graffiti
Wash/clean high windows in facilitates per contract
* Inspect for litter, trash or other debris
* Pick -up trash, et--.
* Erinrity, uucash. receepaacles replace lsneers
* Park sites - Weekly
Exhibit B
Page 2 of 5
Ad
Bi-Annually:
• Power wash surface/floors, walls
09M
• Clean display cases and interior door glass
• Spot clean walls
• Restore floor finish on non-carpeted floors
Twice Monthly:
• Dust high vents, lights, blinds and wall surfaces
Restrooms and Locker Rooms
Daily:
C�
• Empty waste baskets/receptacles and change liners
• Restock dispensers: soap, paper towel, toilet tissue and feminine hygiene
• Clean mirrors; clean and disinfect urinals and commodes; clean basins; polish
stainless steel and chrome surfaces
• Spot wash walls, lockers and partitions
• Sweep and wet mop floors with disinfecting solution; ensure that the process is
started with a clean mop
• Damp clean and wipe/polish partitions
• Pour at least one gallon of clear water down floor d-rains
• Dust wall and ceiling vents
• Wipeclean doors and- wall the
Twice Monthly:
• De-scale fixtures
• Scrub or mop floor thoroughly
Offices and Lou—pe,
MINOR Diaily:
c ps e I= a d 0
m, waste bask-eetsi"rec ac es iwid or p ced o- i
E ee f ic - d --ior
Cle-an -arjy inner-office rest oornus followiriq public restroorns standards
Exhibit B
Page 3 of 5
Weekly:
• Empty waste baskets/receptacles and change liners
• Dust cleared furniture tops, desk lamps and bookshelves
• Clean doors, door glass and telephone
• Dust mop and wet mop tiled floors
• Vacuum and remove spots from carpeted floors, fabric chairs and sofas
Monthly:
• Dust coat racks, clocks, window ledges, pipes, vents, blinds and any
connecting vertical and horizontal wall surfaces
• Restore floor finish on non-carpeted floors
Classrooms, Auditoriums, Libraries and Reception -Areas
Daily:
• Empty waste baskets/receptacles and replace liners
• Clean dry erase or chalk boards and trays
• Vacuum traffic patterns on carpeted floors; remove gum and soil spots
• Dust mop and wet mop tiled floors
• Clean glass in doors and partitions
• Dust furniture surfaces and damp clean tabletops
• Empty pencil sharpeners
Weekly:
• Vacuum carpeted areas thoroughly
• Clean door surfaces
• Restore floor finish on non-carpeted floors
Monthly:
• Dust high vents, lights, pipes, blinds and connecting vertical and horizontal wall
surfaces
• Vacuum upholstered chairs
Llmmmm
Empty waste baskets/receptacles
I . "r-ho-ards and chalk trays
N
Three (3) Times Weekly:
* Vacuum traffic pattems on carpeted floors and remove gaum and soil spots
• Dust mop and wet mop tiled floors
• Clean glass in doors and partitions
Weekly:
• Dust fi! m-It"re Ywflaces and darn clean table tops
* Enqty pencil sharreaners
* Vacuum carpeted areas fhoroughly
* Clean door surfaces
Ad
0111
WF
Exhibit B
Page 4 of 5
Public Stairs
y Daily:
• Dust mop and wet mop
Weekly:
• Dust handrails, radiators, window ledges, clean risers and ledges
Monthly:
• Dust high vents, lights, pipes, blinds and connecting vertical and horizontal wall
surfaces
Copy Rooms
Daily:
• Empty waste receptacles and replace liners
• Dust mop tiled floors
• Vacuum carpeted floors, remove gum and soil spots
Weekly:
• Thoroughly vacuum vents
• Clean door surfaces
Monthly:
• Dust clocks, window ledges and blinds, restore floor finish on non - carpeted floors
--dmft
IN Shower Stalls, Community Centers, Other Facilities
Daily:
• Remove foreign matter and soap. Clean disinfect floors
• Flush floor with clear water and squeegee dry
• Disinfect shower walls
• Clean beneath shower mats. Clean and disinfect mats
Twice Weekly:
• Clean handles, showerheads and other fixture hardware
• Scrub and disinfect shower room walls. Remove scum from walls
Break Rooms
Daily:
• Clean tabletops with disinfect
• Empty waste receptacles and replace liners
• Dust mop and wet mop tiled areas
• Vacuum carpeted areas and mats, remove gum and soil spots
• Disinfect drinking fountains
• Wipe chairs with damp sponge
Twice Monthly:
• Dust vents, lights, pipes and blinds
t nsius .Atiit -Areas,
Daily:
• Empty waste receptacles and replace liners
• Dust mop court floors and spot clean
• Dry mop gym floor with recommended product
• Clean glass in doors and partitions
• Clean and disinfect drinking fountains
• Remove gum and soil spots
• Dust mop and wet mop tiled floors
• Spot clean walls
• Clean glass in doors and partitions
Weekly:
• Vacuum carpeted areas thoroughly
• Clean door surfaces
• Spray and buff tiled floors; remove scuff marks
Monthly:
• Dust or vacuum vents, lights, pipes, blinds, drapes, etc.
• Vacuum upholstered furniture. Clean all wooden and other furniture
North Park YMCA Schedule of Note and Depreciation Remaining Balances
Exhibit 0
Balance Due on Note I M 2009 2010 2011 2012 2013 MA 2015 im 2017 2018 2019 2020 2021 2022 2024 2025 2026 2027
as of 12131 2,395,000 2,341,080 2,206,091 2,059,271 1,902,910 1,735,246 1,555,461 1,362,679 1,155,961 934,300 696,614 441,747 168,456
YMCA Depreciation (39 years) Remaining at 12/31:
Building 2,500,000
Equipment (400,000)
Annual Dep. Amount 26,923 53,846 53,846 53,846 53,846 53,846 53,846 53,846 53,846 53,846 53,846 53,846 53,846 53,846 53,846 846 53,84 53,846 53,846 53,846
Declining Balance 2,100,000 2,073,077 2,019,231 1,965,385 1,911,539 1,857,693 1,803,847 1,750,001 1,696,155 1,642,309 1,588,463 1,534,617 1,480,771 1,426,925 1,373,079 1,319,233 1,265,387 1,211,541 6 1,157,695 1,103,849 1,050,003
Diff. between note & dep. 268,003 185,860 93,886 (8,629) (172,447) (248,386) (387,322) (540,194) (708,009) (891,849) (1,092,870) (1,312,316) (1,426,925) (1,373,079) (1,319,233) (1,266,387) (1,211,541) (1,157,695) (1,103,849) (1,050,003)
SaMPAME
total loan amount is $2,395,000
-oan begins 71112008 and will be paid in full 6=12020
Vionthly loan payment $24,629.73 with assumed interest rate of 7% (based on Libor 312/07 of 6.30 and current note of 6.66%)
3traight line depreciation of 39 years is used.
!xcelnorthparkamortschfomity.xis
North Park YMCA Schedule of Note and Depreciation Remaining Balances
Exhibit C
90-9 2029 2030 2031 2032 2033 2034 2035 2036 2037 2038 2039 2040 2041 2042 2043 2044 2045 2046 2047
53,846 53,846 53,846 53,846 53,846 53,846 53,846 53,846 53,846 53,846 53,846 53,846 53,846 53,846 53,846 53,846 53,846 53,846 53,846 26,929
996,157 942,311 888,465 834,619 780,773 726,927 673,081 619,235 565,389 511,543 457,697 403,851 350,005 296,159 242,313 188,467 134,621 80,775 26,929 0
(996,157) (942,311) (988,465) (834,619) (780,773) (726,927) (673,081) (619,235) (565,389) (511,543) (457,697) (403,851) (350,006) (296,159) (242,313) (188,467) (134,621) (90,775) (26,929)